See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,445 | $107,934-7.9% | $91,989+8.1% | $152,861-34.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 23.59% | 89.24%-65.7pp | 69.02%-45.4pp | 345.32%-321.7pp |
| Employer contribution / active EE | $7,035 | $4,210+67.1% | $3,452+103.8% | $4,762+47.7% |
| Participant deferral / active EE | $2,600 | $6,364-59.1% | $5,923-56.1% | $5,850-55.6% |
| Admin fee / account holder | $1,339 | $10,520-87.3% | $7,743-82.7% | $11,596-88.5% |